Kovitz Investment Group’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$516K Buy
3,181
+35
+1% +$5.5K 0.03% 99
2015
Q3
$435K Sell
3,146
-334
-10% -$52.6K 0.03% 83
2015
Q2
$534K Hold
3,480
0.03% 85
2015
Q1
$556K Hold
3,480
0.03% 83
2014
Q4
$554K Sell
3,480
-425
-11% -$66.2K 0.03% 86
2014
Q3
$548K Hold
3,905
0.03% 82
2014
Q2
$462K Buy
3,905
+405
+12% +$46.9K 0.02% 85
2014
Q1
$359K Sell
3,500
-180
-5% -$21.8K 0.02% 93
2013
Q4
$420K Hold
3,680
0.02% 95
2013
Q3
$412K Buy
3,680
+80
+2% +$8.68K 0.02% 94
2013
Q2
$355K Buy
+3,600
New +$374K 0.02% 95

Other funds holding AMGN